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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,774 | $94,529-20.9% | $140,019-46.6% | $64,173+16.5% |
| Participation rate | 40.5% | 84.1%-43.6pp | 87.5%-47.0pp | 69.6%-29.1pp |
| Annual return | -7.06% | 7.77%-14.8pp | 651.15%-658.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,669 | $5,250+27.0% | $6,927-3.7% | $3,470+92.2% |
| Admin fee / account holder | $1,020 | $6,741-84.9% | $10,705-90.5% | $4,887-79.1% |